Each workforce is different—how plans have changed to accommodate an employer’s unique needs
Employers Grossly Overestimate Employee Well-Being, Annual Study Shows
Employees’ long-term job satisfaction has trended downward as the gap between employee and employer perception of well-being yawns wider, MetLife...
Retirement Industry People Moves
Lockton appoints Bolander as SVP of regional operations; Sullo joins Earth Finance climate investing practice; Dechert announces McGrath as partner;...
Social Security’s OASI Trust Fund Projected to Fall Short By 2033
The reserves for Social Security’s largest trust fund are expected to become depleted one year earlier than previously projected, the...
Where SECURE 2.0 Comes Up Short
The 2022 law does far more for high earners than low earners, and many provisions may prove difficult to implement.
North Carolina Lawmakers Introduce Bill Backing Retirement Offerings
A Republican-introduced bill in North Carolina would make it state policy to “assist private sector working households” in saving for...
Investment Product and Service Launches
Breckinridge launches dividend income strategies; Eastspring offers CIT with emerging markets exposure; Nomura starts fund focused on private and public...
Comment Period Ends for IRS Proposal on Remote Notarization
Thursday was the final day to submit comments on the December 2022 IRS proposal to allow remote notarization for many...
Women Working With Financial Pros Show Higher Retirement Readiness
According to a LIMRA study, women who work with a financial professional are more than twice as likely to have...
Lower-Paid Workers Are Declining Employer Health Insurance, Workplace Benefits
Separately published research finds significant disparities in employer medical coverage and that employees’ participation in workplace benefits is based on...
Industry Intelligence Spotlight
Exploiting Long-Term Inefficiencies in Today’s Credit Markets
We examine the shifting landscape across the US credit markets and how long-term active managers can try to exploit the market's short-term focus to add alpha. By Robert M. Almeida, Global Investment Strategist,...
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Staying the Course
Plan before implementing any coronavirus-related distribution provisions.
When Providers Consolidate
How to greet your ‘uninvited guests’
The Longevity Factor
Most Americans have low “longevity literacy,” or knowledge about life expectancy, according...
Reflections On 30 Years
PLANSPONSOR is 30 years old this April—where has the time gone? I’ve...